Unlocking R&D Credit Value Through AI & Data Transformation
August 12, 2026
Online Only
Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits, reduce disruption, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes.
Learning Objectives:
Upon completion of this program, participants should be able to:
- Identify R&D tax credit-eligible activities and costs associated with AI investments.
- Discuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.
- Outline a modern approach to data and AI readiness, including best practices and design tenets.